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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-06 |
| WY | RA | APPROVED | 2022-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Loveland | CO | 10/2011 | 04/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2022 |
| Lpl Financial Llc | Casper | WY | 04/2022 | Present |
1) 3/2022 - DBA for LPL Business (entity for LPL business) - Platte River Private Wealth - Investment Related - Casper, WY 82601 2) 3/2022- PRPW Holdings LLC- Business Entity for Tax/Accounting purposes only- inv. related- Casper, WY- start date 2022- 1hrs/mth 3) 01/26/2026 - RoyceNoelle S Corp - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 04/13/2022 - 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-23 |
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